Atlas Private Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$159.69 - $175.61 $1,117 - $1,229	-7 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$150.0 - $178.04 $1,050 - $1,246	7 New	7 $1,000

Others Institutions Holding MTUM

# of Institutions

1,070

Shares Held

70.8M

Call Options Held

229K

Put Options Held

1.12M

Envestnet Asset Management Inc

12.6M
Shares

$3.2 Billion
0.93% of portfolio
Mercer Global Advisors Inc Denver, CO

7.58M
Shares

$1.92 Billion
3.77% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.94M
Shares

$744 Million
0.25% of portfolio
Morgan Stanley New York, NY

2.52M
Shares

$638 Million
0.04% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$605 Million
0.3% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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